See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 0.00% | 7.61%-7.6pp | 9.60%-9.6pp | 10.21%-10.2pp |
| Employer contribution / active EE | $90,000 | $55,817+61.2% | $45,595+97.4% | $42,272+112.9% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |